Vital Stone Financial, LLC Wisdomtree Bloomberg U.S. Doll Transaction History

Vital Stone Financial, LLC

$141 Million
Q3 2024

A detailed history of Vital Stone Financial, LLC transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Vital Stone Financial, LLC holds 79,493 shares of USDU stock, worth $2.27 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

79,493

Previous 89,903 11.58%

Holding current value

$2.27 Million

Previous $2.44 Million 13.43%

% of portfolio

1.49%

Previous 1.82%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$26.31 - $27.16 $273,887 - $282,735	-10,410 Reduced 11.58%	79,493 $2.11 Million
Q2 2024 Aug 07, 2024	BUY	$26.12 - $27.15 $714,695 - $742,878	27,362 Added 43.75%	89,903 $2.44 Million
Q1 2024 May 06, 2024	BUY	$25.3 - $26.2 $1.37 Million - $1.42 Million	54,292 Added 658.16%	62,541 $1.64 Million
Q4 2023 Feb 14, 2024	BUY	$25.06 - $27.98 $206,719 - $230,807	8,249 New	8,249 $207,000

Others Institutions Holding USDU

# of Institutions

Shares Held

5.4M

Call Options Held

13.5K

Put Options Held

1.6K

View Full List

About WISDOMTREE BLOOMBERG U.S. DOLL

Ticker USDU
Sector ETFs
Industry ETFs

More about USDU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vital Stone Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vital Stone Financial, LLC with notifications on news.

Account

Vital Stone Financial, LLC Wisdomtree Bloomberg U.S. Doll Transaction History